# First Steps for SafetyDocs Admins

Learn how to set up your environment to get started with SafetyDocs.

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      <p><strong>Note</strong>: Depending on your Admin’s configuration, your Vault’s object, field, and section labels, lifecycle states, and workflows may differ from the general information in all articles. Refer to your organization’s business processes for guidance.</p>
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## Set Up Organizations

As all records require linking to an organization for security, the first task you should complete as an Admin is to set up _Organization_ records.

Set up your organization using the _Vault Customer_ record, identified by the `vault_customer__v` API name. If your organization is a CRO, you must also create secondary _Organization_ records for each sponsor.

See <a href="/en/lr/01213/#setup-customer">Manage Organizations</a> for more information about how to create _Vault Customers_ for CROs, sponsors, and secondary sponsor organizations.

## Set Up User Accounts

Safety restricts user access to data by role per organization. After configuring organizations, add users and configure one (1) or more roles for each user for the organizations that they must be able to access.

See <a href="/en/lr/953/">Creating & Managing Users</a> for more information.

## Add Products

Add each product that your organization monitors and reports on to Safety's internal _Product_ library. See <a href="/en/lr/01215/">Manage Products</a> for more information about creating _Product Families_, _Products_, _Product Registrations_, and _Product Substances_ (active ingredients).

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      <p><strong>Note</strong>: To be included in a <em>Product Family</em>, <em>Products</em> must be linked to the same <em>Organization</em> and have the same <em>Substance</em>.</p>
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## Add Studies

Add a _Study_ record for each clinical study that your organization monitors and reports on. Before you add a _Study_, add the _Study Product_ to your _Product_ library. See <a href="/en/lr/01216/">Manage Studies</a> for more information about creating _Studies_, _Study Indications_, _Study Products_, _Study Registrations_, and _Study Sites_.

## Set Up Aggregate Reporting Families

To enable aggregate report authoring in Safety, you must set up the _Reporting Family_. The _Reporting Family_ defines which _Products_ and _Studies_ to include in an aggregate report and the reporting time period. See <a href="/en/lr/01179/">Configure Aggregate Reporting Families</a> for more information about creating a _Reporting Family_ and then adding _Products_ and _Studies_ to it.